IPC Investment Corporation2 

As an independent dealer, IPC Investment Corporation provides a range of investment services through our network of experienced Advisors. Recognizing that each client’s dreams, goals, and desires are unique, IPC Investment Corporation has developed a comprehensive planning process to properly evaluate your current financial situation and work toward your objectives. IPC Investment Corporation is a member of the Mutual Fund Dealers Association of Canada (MFDA).

 


 

Trevor Doyle CFP®, CLU™

Financial Planner

trevor.doyle@ipcc.org


Phone Number: 204-338-5506

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Trevor Doyle is a CERTIFIED FINANCIAL PLANNER professional at Investment Planning Counsel who works with families and business owners in Winnipeg and the surrounding areas to help his clients live their dreams.
Trevor’s designations as a Certified Financial Planner CFP® and Chartered Life Underwriter, CLU™ ensures his clients are partnering with a qualified professional who can better customize financial plans and provide his clients with a broader scope of products and solutions.
Trevor works collaboratively with his clients to apply IPC’s six-step Personal Wealth Management Strategy™ which is a disciplined wealth management process. This client-centric approach systematically guides his clients to success by clarifying their goals and developing a plan of action based on a sound intellectual framework.
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Jeremy Jackiew CFP®, PFP®, RRC®

Financial Advisor Retirement Income Badge

jeremy.jackiew@ipcc.ca

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Jeremy has over 15 years of experience in the financial industry helping families build wealth and achieve their financial goals. His planning based approach focuses on creating steady and sustainable income throughout retirement.
He enjoys sharing his knowledge of the financial industry with newcomers to Canada by volunteering with local immigrant and refugee community organizations.
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Jaremy Chudd, CFP®

Financial Advisor

jaremy.chudd@ipcc.ca

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Jaremy has been with Investment Planning Counsel since 2014. During this time he has built a great rapport with our clients and has developed an extensive set of skills and knowledge.
His qualifications include the Qualified Associate Financial Planner, QAFP* designation. He enjoys putting this knowledge into practice by working with our clients to develop a plan through a disciplined approach that will help them reach their financial goals and dreams.
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Yasmin Seitz

 Associate Financial Advisor

yasmin.seitz@ipcc.ca

Yasmin has over 19 years of experience in the financial services industry. She enjoys connecting with our clients to guide them towards their financial goals and dreams, by developing a comprehensive and tailored investment approach.
Her friendly and professional manner, along with her wealth of knowledge and experience is supported by her Bachelor of Business Administration degree.
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John Gemmill

Financial Advisor

john.gemmill@ipcc.ca

As a Financial Advisor, John enjoys helping his clients manage their finances and guiding them towards their financial goals. His ability to simplify and solve complex financial questions and educate on investments gives his clients confidence and peace of mind.
John has been in the financial industry since 1986 after graduating with his Masters of Business Administration in accounting and finance from the University of Manitoba. When John is not in the office, he loves spending time in the beautiful outdoors, fishing and supporting his favourite sports teams.
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Kurt Montgomery

Financial Advisor

Kurt.montgomery@ipcc.ca

As a Financial Advisor Kurt’s objective is to create comprehensive financial plans while delivering superior client service.
He believes in working closely with his clients to set up a strategy that is attainable, rewarding and realistic, building confidence about the future while living comfortably today.This detailed approach will consider the lifestyle you want in retirement including contingencies for unexpected financial obligations.
Kurt has been in the financial industry for many years has and his knowledge and experience will allow you to gain peace of mind about your financial position now and in the future. You’ll also have the benefit of a customized plan that is prepared to keep you on track and designed to meet your objectives.
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Deep Patel

Client Experience Specialist

As a Client Experience Specialist, Deep provides an exceptional customer experience with his strong interpersonal and communication skills.
He has a desire for continuous learning about various financial instruments, market trends and investment strategies.Deep came to Canada as an international student pursuing higher education to becoming a permanent resident which has been a great achievement. He loves connecting with friends and family, listening to music and playing sports in his spare time.
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Maria Gibson

Client Experience Specialist

maria.gibson@ipcc.org

Maria has earned a diploma in Administrative Services and brings over nine years of administrative experience and to her role as a Client Experience Specialist.
Maria is dedicated, reliable and supportive and is passionate about helping clients reach their financial dreams. She works directly with our Advisors to process trades, book appointments, resolve account enquiries and help ensure our office runs smoothly.
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Laura Robertson

Client Experience Specialist

laura.robertson@ipcc.org

Laura joined our Winnipeg office in 2015 as a receptionist and realized she had a passion for financial services.
After completing the Canadian Investment Funds Course and becoming a Licensed Assistant, Laura works alongside our Advisors to help answer financially-related questions and help to ensure documentation is processed properly.
Clients love Laura’s dedicated, dependable and supportive approach and her drive to help clients reach their financial goals.
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Treasure Okata

Client Experience Specialist

treasure.okata@ipcc.ca

Treasure joined Investment Planning Counsel in 2023 as a Client Experience Specialist.
She takes great pride in providing a high level of administration support to our Advisors and clients alike to ensure effortless and exceptional service. Treasure is caring, resourceful and a driven individual and she always happy to help.
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Our Consultants

Corrado Tiralongo

Chief Investment Officer, Counsel Portfolio Services

Rana Chauhan

Chief Investment Strategist, Counsel Portfolio Services

Rahim Dhalla, CIM

Director, Portfolio Management, IPC Portfolio Services

1 Offering investment services under the Investment Industry Regulatory Organization of Canada (IIROC), IPC Securities Corporation offers a wide range of investment options including securities and mutual funds. IPC Securities Corporation is a member of the Canadian Investor Protection Fund.


2 Offering investment services under the Mutual Fund Dealers Association of Canada (MFDA), IPC Investment Corporation offers a wide range of mutual funds options.

 

Supporting the communities within which we work

 

At IPC, we built IPC Cares to bring together the various efforts we make towards enhancing the communities within which we operate. By adopting causes that are close to our hearts, we keep ourselves committed and accountable.

Last year alone, as a company, we supported the aid efforts on the Fort McMurray fires, palliative care through The Healing Cycle Foundation and women and children through The Salvation Army.

Perhaps the most significant effort we undertake, and one that we believe is representative of the kind of work that inspires and keeps us committed to our Corporate Social Responsibility(CSR) efforts, is the community development project in Honduras with The Carpenteros & Friends. Last year’s project involved a group of IPC staff and Advisors volunteering their time and energy on the ground. Very little is as inspiring and rewarding as living the lives of the people you’re helping, and every one of the people who took the journey came back a changed person, even more determined to stay committed to making a difference in the world!

We also made countless small but significant contributions of our time and resources within our communities through many grassroots charities we believe in, and the ripple effects of their efforts are always rewarding.